Example of an Auto-Foldering Document Type - Records Management - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Records-Management/English/Foundation-22.1/Records-Management/Configuring-Standard-Folders/Auto-Foldering/Configuring-Document-Type-Auto-Foldering/Example-of-an-Auto-Foldering-Document-Type - 2022-08-18

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Premier
Standard
Essential
ft:locale
en-US

In this example, both the Bank Account Folder Type and the Bank Account Statements Document Type have the Keyword Types Branch Number and Account # assigned. Keyword Types are assigned to Document Types from the following Document Types dialog box options:

  • Keyword Types, which displays the Keyword Type Assignment dialog box.

  • Auto-Foldering, which displays the Auto-Folder Configuration dialog box. Selecting Keyword Types displays the Auto-Folder Keywords dialog box.